+25.7%
EMR vs PAYC
+46.2%
-20.5%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.0% | +0.5% | +2.6% |
| 7D | +1.6% | +2.0% | -0.4% | +1.9% |
| 30D | +5.0% | +18.8% | -13.8% | +6.9% |
| 3M | +7.7% | +53.2% | -45.6% | +13.2% |
| 6M | +26.8% | +103.7% | -76.9% | +38.1% |
| YTD | +29.9% | +69.5% | -39.6% | +42.9% |
| 1Y | +25.7% | +48.8% | -23.1% | +40.6% |
| All | +25.7% | +46.2% | -20.5% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PAYC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling